Select a specific Statement account before extraction when you can identify the statement’s bank or card account. This records your source choice rather than leaving it to statement matching.
- Compare the statement’s account name, partial number and currency with the picker.
- Choose the matching saved or eligible connected account. Wait for any connected-account preparation to finish.
- Start extraction and verify that the resulting transactions use the intended source account.
The choice is company scoped. If the expected account is missing, confirm the selected company and use Refresh accounts before creating another record.
Correct uncertainty early
If several accounts look alike, check their statement evidence or ask the company’s account manager to identify them. A similarly named account in another currency is not an acceptable substitute.
The picker appears before processing begins when the statement is eligible for extraction. Once a job is running or complete, inspect its current state and supported review controls instead of assuming you can change the source underneath it. Preserve the original account choice when reporting an extraction or mapping problem.
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